Legacy Capital Group California, Inc.

Q4 2024 13F Holdings

  • Location
    los gatos, CA
  • Num holdings

    331

  • Value ($000)

    $328,015

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001977092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$31.94M
10 %

127,565

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$16.95M
5 %

336,602

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.53M
4 %

108,223

---

RUBRIK INC.

CL A
781154109
$11.84M
4 %

181,117

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$5.69M
2 %

62,197

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$5.43M
2 %

76,020

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$4.76M
1 %

93,775

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$4.40M
1 %

63,868

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.12M
1 %

9,771

FSK
FSK

FS KKR CAP CORP

COM
302635206
$3.60M
1 %

165,822

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